Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,783 | $77,164+85.0% | $178,014-19.8% | $80,874+76.5% |
| Participation rate | 97.2% | 65.7%+31.5pp | 77.1%+20.1pp | 67.6%+29.6pp |
| Annual return | 11.73% | 18.09%-6.4pp | 294.80%-283.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $4,007 | $2,288+75.2% | $3,950+1.4% | $2,756+45.4% |
| Participant deferral / active EE | $8,926 | $4,408+102.5% | $6,276+42.2% | $4,297+107.7% |
| Admin fee / account holder | $30,851 | $7,164+330.6% | $10,362+197.7% | $6,935+344.8% |